+258.8%
ASX vs DGX
+32.7%
+226.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -0.6% |
| 7D | +5.2% | -0.9% | +6.1% | +5.0% |
| 30D | +0.5% | -1.2% | +1.6% | +0.3% |
| 3M | +8.3% | +15.8% | -7.4% | +11.9% |
| 6M | +82.0% | +18.2% | +63.9% | +88.7% |
| YTD | +147.6% | +37.2% | +110.4% | +161.0% |
| 1Y | +258.8% | +30.4% | +228.5% | +281.0% |
| All | +258.8% | +32.7% | +226.2% | +281.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DGX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling